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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,150 | $53,063+245.2% | $124,206+47.5% | $82,637+121.6% |
| Participation rate | 96.4% | 58.4%+38.0pp | 69.6%+26.8pp | 68.1%+28.4pp |
| Annual return | 25.63% | 68.87%-43.2pp | 515.27%-489.6pp | 53.51%-27.9pp |
| Employer contribution / active EE | $1,915 | $1,530+25.1% | $3,540-45.9% | $2,552-25.0% |
| Participant deferral / active EE | $3,965 | $2,644+50.0% | $3,968-0.1% | $4,126-3.9% |
| Admin fee / account holder | $2,334 | $4,281-45.5% | $5,929-60.6% | $7,339-68.2% |